Quant Bros Episode 7.5 ⚡️THE $MSTR thesis & new era of Bitcoin as collateral

Quant Bros Episode 7.5 ⚡️ "THE $MSTR thesis & new era of Bitcoin as collateral"

• Valuing & comparing top 20 equities
• $MSTR Valuation thesis & framework
• Bitcoin as collateral & Programmable money
• Index Inclusion impact on MCap
• Where we're going & future outlook

Timestamps:

0:00 Intro

1:20 @PunterJeff background

03:03 Top 20 Equities valuation comparison

19:45 $MSTR valuation framework

23:30 NEW $MSTR valuation summary table & relativity rationalization

29:50 Bitcoin as collateral & programmable money

34:00 $QQQ Dollar flow impact on MCap

38:45 Where we are, and where we're going

40:35 $MSTR Market Cap tracking over time

43:20 Future Bitcoin Outlook & Conclusion